Wealth Management Planning

Our Wealth Enhancement Group is comprised of a team of financial specialists who are experienced in developing wealth plans designed to meet your unique needs and goals. Providing a “retirement roadmap” for retirees that examines various “what if” scenarios is an important part of our “Wealth Designed. Life Defined” planning approach. We also offer complementary focused planning services which utilize your Family Index Number to determine the rate of return necessary on your portfolio assets to achieve your short and long term goals and objectives. We analyze your Social Security benefits and provide guidance as to the most appropriate choices to maximize your benefits. As part of our five-step planning process we provide you access to your personal website where you will be able to view your various “what if” scenarios in addition to seeing all of your important documents in a virtual vault. Our goal is to help organize and simplify your financial life so that you can pursue and enjoy your life journey. Our team consults with clients who go through life transitions such as spousal, business or generational changes.

When was the last time you were able to see all of your assets, plans and important documents all in one location in a password-protected secure website?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

2017 Horizon Financial Group, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.